We are live on ! Find out more
UNH icon

UnitedHealth

1,755 hedge funds and large institutions have $204B invested in UnitedHealth in 2018 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 690 increasing their positions, 690 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 57

36% more funds holding in top 10

Funds holding in top 10: 164223 (+59)

15% more capital invested

Capital invested by funds: $178B → $204B (+$26.2B)

3% more funds holding

Funds holding: 1,6961,755 (+59)

1% more ownership

Funds ownership: 85.79%86.79% (+1%)

0% more repeat investments, than reductions

Existing positions increased: 690 | Existing positions reduced: 690

4% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.13B

Holders
1,755
Holders Change
+59
Holders Change %
+3.48%
% of All Funds
40.17%
Holding in Top 10
223
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+35.98%
% of All Funds
5.1%
New
130
Increased
690
Reduced
690
Closed
57
Calls
$1.09B
Puts
$1.13B
Net Calls
-$43.5M
Net Calls Change
+$629M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
326
EARNEST Partners
Georgia
$30.4M +$8.16K +34 +0%
CF
327
Cypress Funds
California
$30.3M +$5.64M +23,500 +24%
AIM
328
Alphinity Investment Management
Australia
$30.3M +$6.79M +28,284 +30%
Federated Hermes
329
Federated Hermes
Pennsylvania
$30.3M -$9.42M -39,234 -24%
O
330
OrbiMed
New York
$30.3M +$29.6M +123,300 New
HNB
331
Huntington National Bank
Ohio
$30.1M -$1.09M -4,536 -4%
HIMCH
332
Hartford Investment Management Co (HIMCO)
Connecticut
$30M -$18.5M -77,110 -39%
NAM
333
Nissay Asset Management
Japan
$29.9M +$1.68M +7,006 +6%
CG
334
Colony Group
Massachusetts
$29.8M -$875K -3,642 -3%
AR
335
Advisory Research
Illinois
$29.5M -$81.9K -341 -0.3%
CTI
336
Community Trust & Investment
Kentucky
$29.5M -$345K -1,438 -1%
NSLI
337
Nan Shan Life Insurance
Taiwan
$29.4M -$19.2M -80,000 -40%
GAM
338
GuardCap Asset Management
United Kingdom
$29.2M +$4.51M +18,793 +19%
ANI
339
American National Insurance
Texas
$28.8M
Public Sector Pension Investment Board (PSP Investments)
340
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$28.6M -$27.1M -113,000 -49%
WBC
341
Westpac Banking Corp
Australia
$28.1M +$174K +726 +0.6%
TU
342
TDAM USA
Ontario, Canada
$28.1M -$1.39M -5,807 -5%
PMAM
343
Picton Mahoney Asset Management
Ontario, Canada
$27.8M -$912K -3,800 -3%
BCM
344
Barometer Capital Management
Ontario, Canada
$27.6M +$27M +112,570 New
RFC
345
Regions Financial Corp
Alabama
$27.6M +$2.78M +11,590 +12%
MIS
346
Morningstar Investment Services
Illinois
$27.5M +$1.51M +6,296 +6%
PSUF
347
People's United Financial
Connecticut
$27.4M +$38.9K +162 +0.1%
AAM
348
Ardevora Asset Management
United Kingdom
$27.1M -$1.81M -7,544 -6%
TAM
349
Tiverton Asset Management
Delaware
$26.8M +$1.76M +7,349 +7%
BS
350
Banco Santander
Spain
$26.6M +$152K +632 +0.6%

UNH Hedge Fund Activity: Q2 2018 in Review

1,755 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q2 2018, worth a combined $204B — up 15% from $178B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new UNH positions and 57 closed out — a net gain of 73 holders — while 690 added to existing stakes and 690 trimmed.

The largest buyer was Credit Suisse, adding an estimated $1.18B. The largest seller was Arrowstreet Capital, cutting an estimated $534M.

  • 1,755 institutional investors held UnitedHealth (UNH) as of Q2 2018, up from 1,696 in Q1 2018.
  • Funds reported $204B of UnitedHealth stock for Q2 2018, up 15% quarter-over-quarter.
  • 130 funds opened new UnitedHealth positions in Q2 2018 and 57 closed out, a net change of +73 holders.
  • The largest UnitedHealth buyer in Q2 2018 was Credit Suisse, an estimated $1.18B added.
  • The largest UnitedHealth seller in Q2 2018 was Arrowstreet Capital, an estimated $534M sold.

Based on aggregated 13F filings for Q2 2018.